Stock Market Investing

The Investor’s Guide to Navigating Economic Data: Key Reports You Can’t Ignore

For many individuals with investments in the market and other securities, the state of the economy is critically important. But what...

Summit Puri

3 days ago3 min read

Understanding Mean Reversion in Trading

What is Mean Reversion? Mean reversion is a financial concept that describes the tendency of a stock or index price to return to its...

Planning Ahead – 2025 Retirement Contribution Limit Changes

Andrew Young

Dec 93 min read

Planning Ahead – 2025 Retirement Contribution Limit Changes

The IRS recently announced the changes to the retirement contribution limits for 2025 for the various retirement account types. To...

Why Make Backdoor Roth IRA Contributions?

Ben Allen

Nov 214 min read

Why Make Backdoor Roth IRA Contributions?

So many terms in the financial industry seem mysterious and confusing, and some even sound completely made up. The Backdoor Roth IRA...

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Whitaker Myers

Nov 182 min read

Whitaker-Myers Wealth Managers Named One of the Top 50 RIA Firms in the U.S. by ETF.com

Whitaker-Myers Wealth Managers named top fifty RIA by ETF.com

Logan Doup

Nov 184 min read

What are Annuities?

Annuities “You get an annuity; you get an annuity, you get an annuity, and in fact… everyone gets an ANNUITY!” It's not a common phrase...

President Trump’s Election Victory and Investing

Stephen Armstrong

Nov 115 min read

President Trump’s Election Victory and Investing

After a historic campaign, Donald Trump has won the 2024 presidential election and Republicans have won control of the Senate. For half...

What is the Efficient Market Hypothesis?

Summit Puri

Nov 113 min read

What is the Efficient Market Hypothesis?

The Efficient Market Hypothesis (EMH) The efficient market hypothesis (EMH) is a theory that suggests that share prices accurately...

Election 2024: Navigating Financial Plans Amid Political Uncertainty

John-Mark Young

Nov 35 min read

Election 2024: Navigating Financial Plans Amid Political Uncertainty

How to think about the Presidential Election as it relates to my investment portfolio

How Fee-Based Advisors work and the benefits to you

Ethan Barry

Oct 283 min read

How Fee-Based Advisors work and the benefits to you

What is a Fee-Based Advisor? When looking for the right financial advisor , several questions should be at the top of anyone’s mind ....

Clay Reynolds

Oct 282 min read

How to manage an Inherited IRA

I’ve inherited an IRA… now what do I do? Inherited IRAs can seem overwhelming when the time comes to inherit one. It seems...

Summit Puri

Oct 213 min read

Intentionality Series: Part 3

Moving our intentionality discussion further, think about this - intentionality without purpose is essentially misdirection. As discussed...

Kelly Kranstuber

Oct 144 min read

Traditional 401(k) vs. Roth 401(k)

Saving for Retirement Many people have an opportunity to save for retirement through an employer-sponsored 401(k). This is a great way...

Employer Annual Benefits Enrollment – What You Need to Consider - 2024

Andrew Young

Oct 146 min read

Employer Annual Benefits Enrollment – What You Need to Consider - 2024

For most companies, the 4th quarter of the year is an essential time for registering for benefits. According to the Bureau of Labor...

Whitaker-Myers Wealth Managers Welcomes Grant Jennings, CFP® as New Financial Advisor in Cincinnati, Ohio

John-Mark Young

Oct 72 min read

Whitaker-Myers Wealth Managers Welcomes Grant Jennings, CFP® as New Financial Advisor in Cincinnati, Ohio

Grant Jennings joins Whitaker-Myers Wealth Managers

Jake Buckwalter

Oct 73 min read

The Bond Market Simplified

From conversations I’ve had, most investors have a firm grasp of why stocks move up and down (because of market trends, economy, or...

Summit Puri

Oct 73 min read

Intentionality Series: Part 2

Picking up from where we left off from where we left off with Part 1 of this series , it’s probably important to discuss intentionality...

Actively Managed vs. Passively Managed Funds

David Gearhart

Sep 303 min read

Actively Managed vs. Passively Managed Funds

With the number of available funds seemingly endless, it can be hard to tell what a fund’s investing strategy is. With so many ways to...

Matthew Harris

Sep 308 min read